Portfolio Management Services (PMS)Compare Schemes
MRG Capital - Wealth Enhancer vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
MRG Capital - Wealth Enhancer
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.31%
1.73%
6 Months
−0.02%
7.38%
1 Year
9.16%
6.08%
3 Years
15.25%
8.22%
5 Years
10.25%
7.99%
Since Inception
11.62%
12.63%
Fund Age
7 yrs 3 mo
9 yrs 9 mo
AUM
₹55.42 Cr
₹145.75 Cr
Alpha – 1 Year
9.51%
1.36%
Alpha – 3 Years
6.25%
−3.87%
Information Ratio – 3 Years
0.85
-0.60
Volatility – 1 Year
16.48%
20.08%
Volatility – 3 Years
14.29%
16.27%
Beta – 1 Year
0.90
1.12
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.29
0.13
Sharpe Ratio – 3 Years
0.70
0.24
Worst Rolling Year
4.67%
-1.76%
Value at Worst Rolling Year
₹1.05 Cr
₹0.98 Cr
Deepest Drawdown
−15.77%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
13.38%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 43% · M 13% · S 23%
L 62% · M 20% · S 7%
Number of Stocks
89
25
Portfolio P/E
32.47
—
Top 5 Holdings
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%